Greg Segal

Employer firm

Impact Capital Partners LLC CRD 329616

$626M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 02/2024
  Ubs Financial Services Inc
  Denver, CO
• 02/2024 → Present
  Impact Capital Partners Llc
  Greenwood Village, CO

Previous Registrations

• 2004-05-24 → 2024-02-20
  Ubs Financial Services Inc.
  Denver, CO
  Denver, CO
  Denver, CO

Other Businesses

1) Smietanka 2013 Irrevocable Life Insurance Trust/ investment related?: yes/ 3653 Woodcliff Rd, Sherman Oaks, CA, 91403/ Help my niece manage her finances should my aunt and uncle pass away/ start date: 1/1/2013

Exams

• S66 Uniform Combined State Law Examination
  2004-05-21